• Standardized, designed, and configured the Sales to Delivery, Internal Work Order, R&D, and Environment Setup submission and approval processes leveraging Jira Service Management and EazyBI reporting and ensuring adoption with rollout strategy and training across all business areas and divisions• Designed and configured the IC Platform business areas Operational Framework utilizing the Atlassian Product suite• Project Managed and conducted a vendor and cost assessment for the transition and migration of our newly acquired Private Banking companies’ customer support system from Naviplan to Zendesk• Project Managed the upgrade of Glassfish 5 and Java 7 to Glassfish 6 and Java 17 with development, Dev-Ops, and QA teams across all clients and divisions

• Owned the cost and functional assessment to utilize the Atlassian Product suite to support Tegra118 software development and delivery to clients• Managed the design, configuration, and training of the new Operational Framework utilizing the Atlassian Product Suite and the systemic migration from Version One to Jira Software (currently leveraged by all InvestCloud)• Identified, negotiated, and managed the partnership with Adaptavist to replace the existing Accenture relationship supporting the new Operational Framework utilizing the Atlassian Product suite• Managed the Pershing client sales opportunities reporting to the CEO• Managed the weekly staff meetings with C-Suite executives and coordinated and hosted townhalls (Interim COO)• Managed, Designed, and Configured the resource management process, including the Financial Budget impacts utilizing Jira Software (Interim COO)

• Provide consulting services to major client organizations including a multi-national financial service provider, global investment bank, global asset management firm and global banking/payments provider.• Direct a professional staff in the performance of Sales Technology enhancements and detailed organizational and operational diagnoses.• Use process mapping/workflow analysis to establish a detailed familiarity with clients’ business model.• Compare performance versus goals.• Identify risks, deficiencies and lost opportunities.• Present findings to cross-functional team members to build consensus and support for change and transformation management.• Utilize multiple organizational interventions including policy and procedure development, technology enhancements, process improvements, restructures, internal controls, and improved business models.• Work with clients on creating an operational infrastructure with the talent, resources and technology needed to achieve strategic objectives.• Partner with business units to establish ongoing data collection, analysis, trending and reporting, allowing for a proactive versus reactive response to risks and opportunities, and as a baseline for continuous quality improvement.• Collaborate with internal teams and outside consultants to take ideas from concept to successful implementation.• Assume ownership and accountability for PMO (project/program management) initiatives and staff management.• Managed global Fixed Income Strategy team of product specialists across Front Office Sales and Trading to improve the efficiency and effectiveness of the end to end Sales lifecycle. • Managed the implementation of a global proprietary software system for on-boarding clients within a Tier II investment bank across all product lines (four years). • Integrated the Blackrock Aladdin platform to a fixed income asset management firm along with a post-mortem assessment (one year six months).

• Identified and contracted high net worth customers for financial products and strategic wealth-building, as well maintaining fees, operation expenses, re-organization and other business restructuring.• Helped businesses expand their operations by increasing cash flow with business loans/lines and cuts on business expenses such as merchant services and payroll.• Obtain new business relations through various networking events and referrals.

•Partner with specialists in various fields of finance to ascertain customer financial needs resulting in increased balances in investments and newly attained loans through mortgages and business’s •Worked with operations and reconciliation to ensure proper trade capturing and reporting for client statements and internal firm reports.•Extensive experience and training with procedures and regulations pertaining to: Investments (NASD/SEC), Consumer/Commercial Lending, Business/Personal accounts, etc.• Identify and contact high net worth customers to discuss financial products and strategic wealth-building as well as maintaining customer relations

•Analyzed retirement needs and recommended asset rebalances to maximize wealth retention and creation.•Policy evaluation resulting in improved strategic business process according to customer demographics•Assist in presentations to aid in company operations/ Data searches: Analyze and aggregate data

•Organization of criminal case information and data entry for insurance of up to date events